With over thirty‑eight years of experience with Wells Fargo Advisors and its predecessor firms in Greensboro, I’ve built a practice focused on helping clients build, manage, preserve, and transition their wealth. My approach centers on comprehensive investment management, thoughtful asset allocation, and risk‑aware strategies that include trust, estate, and legacy planning strategies in coordination with clients and their other advisors.

I take the time to listen carefully so I can fully understand each client’s unique financial situation and priorities. My goal is to form long‑term relationships and to treat every client with the same care and respect I would want for my own family. It has been a privilege to work with many loyal families and businesses for decades—supporting their transitions from asset accumulation to retirement income strategies, and ultimately to transgenerational wealth transfer.

Originally from Central Pennsylvania, I’ve lived in Greensboro for more than 38 years with my wife, Terri, and our five children. Throughout that time, I’ve been active in the community, serving on several boards including the American Heart Association, Green Valley Park, YWCA Endowment, Girl Scouts Endowment, Music for a Great Space Chamber Music Series, Queens University Parents Council, and various school capital campaigns. I’ve also enjoyed coaching youth sports over the years.

Outside the office, I love DIY projects, woodworking, saltwater and fly fishing, and—most of all—spending time having fun with my adult children and my grandchildren.

Building, managing, transitioning, and preserving wealth for a select group of clients is my passion and my honor. I do this by focusing on the four cornerstones of wealth: Investments, Liability Management, Risk Management, and Fiduciary Services. My process begins by listening to my clients and understanding their current situation, past experiences, and future goals. With the information my clients share with me, I'll develop objective, unbiased and cost-effective strategies to help them achieve their objectives. Then, I'll evaluate the performance of their investment plans, suggesting adjustments for material changes in the markets or whenever there are material changes in their lives or the lives of their family members.

I graduated cum laude from the University of Georgia (UGA), which included two terms studying at Oxford University in England as part of the UGA at Oxford program. I also served as an Army Intelligence Officer in Operation Iraqi Freedom and am a Lieutenant Colonel in the NC Army National Guard.

I have over 20 years of financial services experience and am CERTIFIED FINANCIAL PLANNER® professional. I am dedicated to advanced training and professional development and rendering my judgment with skill, care and caution. My background and advanced training allow me to work closely with your other trusted professional partners to help ensure your investment plan aligns with your overall goals.

I strive every day to be the best husband and father that I can, and to merit the trust and respect of clients and colleagues. Thank you for your consideration.